Protect and Grow: Year-End Tax Actions, RMD Rules, and Portfolio Rebalancing

Podcast: Protect & Grow · Tim Stearns

Opublikowano: 2026-10-31

As the calendar year comes to a close, proactive financial planning can make a meaningful difference in your long-term retirement outlook. In this episode of Protect and Grow Chicagoland Retirement, host Peter Richon sits down with Tim Stearns, CFP, founder of TJ Stearns, Inc., to review essential year-end tasks, tax-planning opportunities, and strategies for entering the new year on structured financial footing. Tim and Peter break down the distinction between reactive tax preparation and forward-thinking tax strategy. They explore key deadlines and actionable considerations—from managing Required Minimum Distributions (RMDs) and evaluating strategic Roth conversions to rebalancing ma...